RPG Family Wealth Advisory LLC

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Assets, Funds, Holdings

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RPG Family Wealth Advisory LLC
CRD #158528
SEC #801-72631
CIK #0001569884
AUM$457.9 MM
Employees15
Phone(781) 547-8660
Address25 Burlington Mall Road Suite 307
Burlington, MA 1803
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
X 3,470.0 5,545.4
CBRE 16,980.0 5,290.2
AAPL 843,560.0 5,247.3
URI 9,870.0 5,138.2
VLO 34,860.0 4,961.5
SEIC 7,830.0 4,887.7
USCR 697.8 4,840.5
PKG 9,240.0 4,543.9
AMZN 820,610.0 4,392.5
BXMT 4,230.0 4,139.1
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Holdings by Sector ($BB)